Needs Analysis:

QB Wise will turn a long and costly process into a simple solution. We will interview you and your companies activities so we have a full understanding of your business and can best fulfill your needs.

Installation, Setup and Training:

No matter if it is a new installation or an upgrade, our IT Computer experts will ensure your software is installed properly on your computer network. We provide training for all levels of users. We will come to your office and work at your pace. Being in your environment and working with your data ensures a better understanding of the material and help you retain what you learn. Training will include:

• Design and setup the chart of accounts
• Enter beginning balances as of a determined start date
• Customers and accounts receivable
• Vendors and accounts payable
• Sales and inventory
• Budgeting and job costing
• Payroll
• Bank and credit card reconciliations
• Customized reports and forms

Data Migration:

QB Wise can migrate the data from a variety of accounting applications to QuickBooks. We try to make switching to QuickBooks from your current accounting system as fast and easy as possible by using our import tools, special utilities and team of experts.

Clean up "the Mess":

You may have an accounting "mess" if any of the following apply to your business:

• You have trouble getting timely financial information
• You never seem to get caught up
• Your company is never able to produce financial statements by the 10th of the following month
• Your customers or vendors say your information is inaccurate
• Your company is understaffed, has high turnover or is missing a department manager

Most companies require professional help to straighten out the mess. QB Wise knows how to clean up the mess quickly and efficiently and get you back on track!

Automate Processes:

QB Wise can help organize your workflow and automate your manual processes where needed. This includes finding a QuickBooks solution for information being tracked in Excel.

Troubleshooting and Tune-Ups

QB Wise can troubleshoot your system and provide routine tune-ups of your QuickBooks data to verify entries are being posted correctly and to make sure the software is being used to its maximum potential. Tune-ups can be done monthly, quarterly, semi-annually or annually.

Tune-ups may include:

• Locating data entry and setup errors
• Reviewing your transactions
• Helping to prepare for tax time
• Cleaning up problem areas
• Organizing your work flow
• Improving your filing system
• Providing additional training

Controller Services

Controller Services is for the company that needs a high quality, experienced person to assume control over the financial aspects of your business on a temporary or part-time basis.

Some of these services may include:

• Providing timely and accurate financial statements
• Setting up procedures and controls for monthly closings
• Analyzing or cleaning up prior or current transactions
• Showing how to better utilize your accounting software
• Provide on-going Controller Services to ensure your accounting department continues to run efficiently